MarketAlleys Daily Brief, Thursday November 5, 2026: Stocks advance, oil ETFs fall, crypto climbs over 24 hours

Global market snapshot

US equity ETF proxies rose from the prior close (SPY ETF rose 1.65% from the prior close; QQQ ETF rose 0.97% from the prior close; DIA ETF rose 3.10% from the prior close; IWM ETF rose 1.51% from the prior close). Commodities ETF proxies were mixed from the prior close, with the USO ETF falling 8.07% and the BNO ETF falling 8.64%, while the GLD ETF rose 3.68% from the prior close. Crypto was higher over 24 hours: Bitcoin rose 3.55% over 24 hours and Ether rose 5.65% over 24 hours.

US equities: prior close

The SPY ETF was $766.81 and rose 1.65% from the prior close as of Nov 4, 21:00 UTC. The QQQ ETF was $691.95 and rose 0.97% from the prior close; the DIA ETF was $533.11 and rose 3.10% from the prior close; the IWM ETF was $284.02 and rose 1.51% from the prior close. Notable large-cap stocks included Apple at $349.51 (rose 5.31% from the prior close), Microsoft at $555.80 (rose 6.68% from the prior close) and NVIDIA at $200.13 (fell 3.17% from the prior close).

Europe and Asia

The EWG ETF was $43.50 and rose 3.42% from the prior close, representing the DAX 40 proxy as of Nov 4, 21:00 UTC. The EWU ETF was $48.93 and rose 3.45% from the prior close for the FTSE 100 proxy, and the EWJ ETF was $93.86 and rose 1.37% from the prior close for the Nikkei 225 proxy.

Crypto

Bitcoin was $80,455.00 and rose 3.55% over 24 hours as of Nov 5, 05:43 UTC. Ether was $2,423.18 and rose 5.65% over 24 hours; Solana was $96.05 and rose 3.46% over 24 hours; XRP was $1.3100 and rose 2.63% over 24 hours. All crypto moves are reported on a rolling 24-hour basis.

FX, commodities and rates

Forex reference rates, as of Nov 4, 15:00 UTC, moved from the prior ECB fixing: EUR/USD was 1.1267 and rose 0.79% from the prior ECB fixing, USD/JPY was 158.25 and was little changed from the prior ECB fixing, GBP/USD was 1.3500 and rose 0.66% from the prior ECB fixing, USD/CHF was 0.8155 and fell 0.54% from the prior ECB fixing, and AUD/USD was 0.7015 and rose 0.45% from the prior ECB fixing. Commodity and dollar ETF proxies, as of Nov 4, 21:00 UTC, moved from the prior close: the UUP ETF was $28.90 and fell 0.38% from the prior close; the GLD ETF was $372.49 and rose 3.68% from the prior close; the SLV ETF was $47.16 and rose 5.17% from the prior close; the USO ETF was $145.41 and fell 8.07% from the prior close; the BNO ETF was $60.40 and fell 8.64% from the prior close; the UNG ETF was $9.2700 and rose 1.53% from the prior close; the CPER ETF was $38.59 and rose 0.21% from the prior close. US Treasury yields were observed on Tue Nov 3: the US 2-year Treasury yield was 4.61% (daily change +2 bp) and the US 10-year Treasury yield was 4.95% (daily change +4 bp); the Fed broad trade-weighted dollar index was 121.67 with observation date Fri Oct 30.

Top catalysts ahead

Today’s schedule will feature the Bank of England rate decision and Monetary Policy Report at Thu Nov 5, 12:00 UTC, and multiple US earnings due before the open (including CI, CAH, COP, USFD and ARW). Other items scheduled for today include Weekly jobless claims (time not confirmed) and Productivity and Costs at Thu Nov 5, 13:30 UTC; the US Employment Situation is scheduled for Fri Nov 6, 13:30 UTC.

• Thu Nov 5, 12:00 UTC — Bank of England rate decision and Monetary Policy Report (GB) (source)
• Thu Nov 5 (before the open) — CI Q3 2026 earnings · EPS estimate 7.73
• Thu Nov 5 (before the open) — CAH Q1 2027 earnings · EPS estimate 2.97
• Thu Nov 5 (before the open) — COP Q3 2026 earnings · EPS estimate 2.99
• Thu Nov 5 (before the open) — USFD Q3 2026 earnings · EPS estimate 1.27

Three stories to watch

The U.S. Securities and Exchange Commission published a press release saying it adopted amendments to update definitions of small entity for investment companies and investment advisers, the U.S. Securities and Exchange Commission reported. The Bank of England published a summary of the RTGS CHAPS Industry Forum — 13 October 2026, covering the second meeting of the forum, the Bank of England reported. SEC EDGAR shows that Microsoft filed a Form 8-K described as "Other Events", according to SEC EDGAR.

• SEC Adopts Amendments to Update Definitions of Small Entity for Investment Companies and Investment Advisers — U.S. Securities and Exchange Commission, Nov 4, 16:28 UTC
• Summary of the RTGS CHAPS Industry Forum - 13 October 2026 — Bank of England, Nov 4, 14:51 UTC
• Microsoft files Form 8-K: Other Events — SEC EDGAR, Nov 4, 21:01 UTC

What matters next

Market attention will be on the Bank of England rate decision and Monetary Policy Report at Thu Nov 5, 12:00 UTC, followed by the US Employment Situation on Fri Nov 6, 13:30 UTC. Later this month, the US Consumer Price Index is scheduled for Tue Nov 10, 13:30 UTC, and the FOMC rate decision is scheduled for Wed Dec 9, 19:00 UTC.

• Next central-bank decision: Thu Nov 5, 12:00 UTC — Bank of England rate decision and Monetary Policy Report (GB) (source)
• Next high-impact data: Fri Nov 6, 13:30 UTC — Employment Situation (US) (source)
• Next major earnings: Thu Nov 5 (before the open) — CI Q3 2026 earnings · EPS estimate 7.73

Sources and data

• Finnhub (market data) — market data
• CoinGecko (market data) — market data
• European Central Bank (euro reference rates) (primary source) — market data
• U.S. Treasury and Federal Reserve Board via FRED (primary source) — Yields and dollar index
• Bank of England (primary source) — calendar
• U.S. Energy Information Administration via FRED (primary source) — calendar
• U.S. Bureau of Labor Statistics (primary source) — calendar
• Federal Reserve (primary source) — calendar
• U.S. Securities and Exchange Commission (primary source) — SEC Adopts Amendments to Update Definitions of Small Entity for Investment Companies and Investment Advisers
• SEC EDGAR (primary source) — Microsoft files Form 8-K: Other Events
• CoinDesk (secondary source) — Trump Media moves $342 million in bitcoin to Crypto.com, blockchain data show
• U.S. Commodity Futures Trading Commission (primary source) — CFTC and USDA Sign MOU to Protect Integrity of American Agricultural Markets

Market data as of Nov 5, 05:43 UTC; report generated Nov 5, 06:00 UTC. All times are UTC. Each table row shows its own timestamp and provider.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools from the sources listed above, and checked against our automated-content validation rules. It is for information only and is not investment advice.